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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
176
Ironwood Financial
Arizona
$840K -$31.6K -3,186 -4%
TW
177
Transform Wealth
Colorado
$809K +$791K +79,668 New
SIC
178
Sigma Investment Counselors
Michigan
$808K -$95.6K -9,636 -11%
BPM
179
Bowling Portfolio Management
Ohio
$795K +$218K +21,930 +39%
LYV
180
Live Your Vision
Pennsylvania
$768K +$6.07K +612 +0.8%
PFA
181
Pure Financial Advisors
California
$751K +$101K +10,164 +16%
MWP
182
MYCIO Wealth Partners
Pennsylvania
$742K +$26.6K +2,682 +4%
MA
183
MCF Advisors
Kentucky
$741K -$1.65M -166,326 -69%
Fidelity Investments
184
Fidelity Investments
Massachusetts
$738K +$1.31K +132 +0.2%
DPI
185
Diversified Portfolios Inc
Michigan
$727K -$5K -504 -0.7%
SCM
186
SOL Capital Management
Maryland
$719K +$19.2K +1,938 +3%
KWM
187
Kingsview Wealth Management
Oregon
$707K -$213K -21,420 -24%
CPP
188
Crow Point Partners
Massachusetts
$707K +$694K +69,912 New
PIM
189
Penobscot Investment Management
Massachusetts
$705K +$25.9K +2,610 +4%
CFA
190
Cahill Financial Advisors
Minnesota
$697K -$41.1K -4,140 -6%
RCA
191
Rowland Carmichael Advisors
Arizona
$679K -$9.83K -990 -1%
PA
192
Pinnacle Associates
New York
$673K -$17.9K -1,800 -3%
FWM
193
Frontier Wealth Management
Missouri
$663K -$5.3K -534 -0.8%
JIC
194
Johnson Investment Counsel
Ohio
$662K -$6.49K -654 -1%
VCM
195
Vigilant Capital Management
Maine
$627K -$43.8K -4,410 -7%
SWM
196
Segment Wealth Management
Texas
$625K +$12.9K +1,302 +2%
CWM
197
Cranbrook Wealth Management
Michigan
$623K – – –
VCP
198
Vista Capital Partners
Oregon
$603K -$55.9K -5,628 -9%
FCAG
199
First Capital Advisors Group
New Jersey
$592K -$1.12M -113,172 -66%
BWA
200
BlueSky Wealth Advisors
North Carolina
$592K -$38.1K -3,840 -6%